Pantheon Macroeconomics

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Eurozone Publications

Below is a list of our Eurozone Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

pmis

27 Oct 2020 Controlling the Virus will Cost EZ Q4 GDP Growth Dearly

On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.

Claus Vistesen (Chief Eurozone Economist)27th Oct 2020 00:10Eurozone

26 Oct 2020 EZ Q4 GDP Growth Forecasts Fall, the Only Question is, How Much?

The headline EZ data added to the evidence of a weakening recovery while we were away.

Claus Vistesen (Chief Eurozone Economist)26th Oct 2020 00:10Eurozone

16 Oct 2020 France's September CPI Adds to the Pressure on EZ Core Inflation

Yesterday's detailed French CPI data for September added to evidence of softening core inflation in the Eurozone.

Claus Vistesen (Chief Eurozone Economist)16th Oct 2020 00:10Eurozone

EZ Datanote: Final PMIs, Eurozone, September 2020

In one line: Services are now buckling; will it halt the recovery?

Claus Vistesen (Chief Eurozone Economist)5th Oct 2020 09:15Eurozone

2 Oct 2020 EZ Manufacturing is Stretching its Legs, According to the PMIs

Judging by the PMIs, the euro area's industrial sector is now stretching its legs.

Claus Vistesen (Chief Eurozone Economist)2nd Oct 2020 00:10Eurozone

EZ Datanote: Final Manufacturing PMIs, Eurozone, September 2020

In one line: All the hallmarks of a strengthening cyclical recovery.

Claus Vistesen (Chief Eurozone Economist)1st Oct 2020 16:44Eurozone

25 Sept 2020 The IFO and INSEE Data are More Nuanced than the PMIs

Yesterday's national survey data painted a more nuanced picture of the recovery in the major Eurozone economies than the warning sent by the PMIs earlier in the week; see here.

Claus Vistesen (Chief Eurozone Economist)25th Sep 2020 00:10Eurozone

24 Sept 2020 The EZ Recovery is Now Seriously Threatened by the Virus' Return

Yesterday's advance EZ PMI data for September conformed to our expectations.

Claus Vistesen (Chief Eurozone Economist)24th Sep 2020 00:10Eurozone

EZ Datanote Advance PMIs, Eurozone, September 2020

In one line: No recovery in sight as long as the virus is spreading.

Claus Vistesen (Chief Eurozone Economist)23rd Sep 2020 15:50Eurozone

EZ Datanote Advance PMIs, Germany, September 2020

In one line: Weak services, soaring manufacturing.

Claus Vistesen (Chief Eurozone Economist)23rd Sep 2020 15:50Eurozone

23 Sept 2020 We're Looking for a Downside Surprise in Today's PMI Data

Judging by the trend in investor sentiment, today's PMI data will look great.

Claus Vistesen (Chief Eurozone Economist)23rd Sep 2020 00:10Eurozone

16 Sept 2020 ZEW and Sentix Point to a Leap in the EZ PMIs, We don't Buy it

Market-based sentiment indicators in the Eurozone are becoming increasingly detached from the reality of the threat of resurgent Covid-19 and the danger this poses to the strength...

Claus Vistesen (Chief Eurozone Economist)16th Sep 2020 00:10Eurozone

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